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jewelry
October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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April 25, 2023
CSB Bank: Fairfax-Controlled Bank in Value-Unlocking Transformation
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January 19, 2023
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
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October 14, 2022
Pandora: Steadily Growing Jewelry Retailer With Global Footprint
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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January 13, 2022
Acme United: Steadily Growing Supplier of Niche Consumer Products
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January 22, 2021
Charles River: Misunderstood, Well-Run Boutique Consulting Firm
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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July 26, 2020
Rajiv Kothari on the Diamond Business and Lab-Grown Diamonds
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June 17, 2020
Learning From the CEOs of MasterCard and Citi Cards
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April 10, 2020
Titan Company: India’s Leading Producer of Jewelry and Watches
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October 28, 2019
Ensemble Capital’s Investment Thesis Update on Tiffany & Co.
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September 29, 2019
Mark Ryski on His Book, Conversion
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July 8, 2019
Ken Majmudar on Building an Investment Advisory Firm
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June 27, 2019
Keynote Q&A Session with Tom Russo on Wide-Moat Investing
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April 6, 2019
Sports and Investing
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March 19, 2019
The Promoter Premium in Indian Equities
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January 16, 2019
ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield
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